Mainstar Trust

10/13/2026

How are Americans feeling about their financial futures at this point in time?

AARP’s Financial Security Trends Survey takes a closer look at the financial experiences and attitudes of adults age 30 and older, including retirement savings, everyday expenses, debt, and expectations for retirement.

It’s an interesting snapshot of the financial issues that are top of mind for Americans today – and how those perspectives continue to evolve.

Take a look at the findings from AARP’s latest research here: https://www.aarp.org/pri/topics/work-finances-retirement/financial-security-retirement/financial-security-trends-survey/

The AARP Financial Security Trends Survey is conducted annually to monitor the financial experiences, behaviors, and attitudes of adults age 30-plus, examining overall sense of financial well-being; financial experiences over the past 12 months; optimism about the next 12 months; details related to....

10/06/2026

October is National Financial Planning Month, making it a timely reminder that understanding your finances is an ongoing process.

From reviewing retirement accounts and savings goals to becoming more familiar with the options available to you, there are plenty of reasons to take a closer look at your financial picture. And when you have questions about your individual circumstances, a qualified financial professional can be an important resource.

At Mainstar Trust, we provide custodial services for self-directed retirement accounts and a broad range of alternative asset options when you’re ready to turn planning into action.

Learn more about Mainstar Trust and the account options we offer now: https://mainstartrust.com/why-mainstar

09/29/2026

Looking beyond traditional markets? Business Development Companies (BDCs) are an asset type some investors explore to gain exposure to private and developing businesses while building a diversified retirement portfolio.

For Self-Directed IRA account holders, understanding a wider range of asset opportunities can open the door to new possibilities for long-term retirement planning.

Learn more about Business Development Companies and how they fit into alternative investing:
https://mainstartrust.com/business-development-company

09/22/2026

Investing through a Self-Directed IRA can create opportunities beyond traditional retirement assets, but some investments may come with tax considerations many investors don’t expect.

If your SDIRA includes certain alternative investments, concepts like UBIT (Unrelated Business Income Tax) and UDFI (Unrelated Debt-Financed Income) may become important to understand.

Our recent blog breaks down these topics in straightforward terms and explains why they matter for some Self-Directed IRA account holders.

Read more here: https://mainstartrust.com/blog/post/understanding-ubit-udfi-taxes-that-can-affect-your-sdira-investments

Blog - Stay up to date with, and find more in-depth information about our services.

09/15/2026

Retirement planning isn’t one-size-fits-all. Some investors want greater flexibility and more control over the assets held within their retirement account.

An Individually Directed Account can create opportunities to hold a broader range of assets while keeping retirement savings aligned with long-term goals.

Whether your interests include traditional assets, alternative investments, or building a more diversified retirement portfolio, understanding your account options matters.

Learn more about Individually Directed Accounts from Mainstar Trust here:
https://mainstartrust.com/investor-type/individuals/individually-directed-account

09/07/2026

Labor Day reminds us that meaningful progress is built one day, one effort, and one step at a time.

Today, we celebrate the dedication, persistence, and hard work that help move families, businesses, and communities forward.

From all of us at Mainstar Trust, we wish you a safe and relaxing Labor Day.

09/05/2026

Happy National 401(k) Day!

Retirement planning isn’t something you set once and forget. Life changes. Careers evolve. Goals shift. Your retirement accounts deserve a check-in now and then, too.

Today is a great reminder to take a fresh look at your retirement savings, contribution levels, account allocations, and long-term plans to make sure they still reflect where you want to go.

A few minutes today can make a meaningful difference for your future.

08/25/2026

Back-to-school season is a great reminder that learning happens both inside and outside the classroom.

Building financial literacy at age-appropriate levels can help children develop healthy habits that last a lifetime. Simple lessons about spending wisely, saving consistently, and giving generously can help create a strong foundation for a bright financial future.
Small conversations today can build confidence for tomorrow.

08/18/2026

Small business owners spend a lot of time building for the future—but is your retirement plan keeping pace with your business goals?

SEP IRAs offer a flexible retirement savings option for small business owners, self-employed individuals, and sole proprietors, with features that can make planning for the future more accessible.

Our latest blog breaks down how SEP IRAs work, contribution basics, and why they’re a popular retirement planning tool for growing businesses.

Read more here: https://mainstartrust.com/blog/post/retirement-planning-for-small-business-owners-using-sep-iras

Blog - Stay up to date with, and find more in-depth information about our services.

08/11/2026

Are younger generations changing the way they think about retirement?

A recent article explores why more Gen Z investors are opening Roth IRAs and taking an interest in retirement savings earlier than previous generations. Whether you're just starting out or simply curious about evolving financial trends, it's an interesting look at how attitudes toward long-term saving may be shifting.

Read the article and see what's driving the conversation: https://www.wsj.com/personal-finance/retirement/gen-z-retirement-roth-ira-52d44204

A younger generation embraces the benefits of tax-free investment growth.